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CAPE INVESTMENT ADVISORY INC

8 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4-3 YoYRank #1806 of mapped providers
Assets under administration$13.6B0.0%Market share · rank #933
Fees received$1MMedian $160,239/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 lostPlan-level switch detection

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Cape Investment Advisory Inc - retirement plan analytics - PlanOptica